Upcoming events

Social Security: Preparing for Retirement

EDT

Join this event online

Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll address:
- Important components of Social Security Benefits
- How Social Security Benefits are calculated
- Discuss options for anyone who has ever been married
- Role of taxes and your retirement plan

For more information: email us at caitlin.fox@ampf.com

This is an informational seminar. There is no cost or obligation.
MFS and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial, LLC and its affiliates do not offer tax or legal advice.
Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment products are not federally or FDIC-insured, are not deposits or
obligations of, or guaranteed by any financial institution, and can involve
investment risks including possible loss of principal and fluctuation of value.
Ameriprise Financial Services, LLC member FINRA and SIPC
©2022 Ameriprise Financial LLC. All rights reserved. 5622895ACMR0523

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

Join this event online

Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about the following:
- Get “on-the-go” access
- Message Center
- Statements & Documents
- Total View
- Using e-Signature
- Personalize your Accounts

For more information: email us at caitlin.fox@ampf.com

This is an informational seminar. There is no cost or obligation.
Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value
AmeripriseFinancial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.

Understanding Sleep and Anxiety for Optimal Performance

EDT

Join this event online

Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary presentation, we will be discussing:
• Common concerns including burnout and fatigue.
• How to boost productivity.
• Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance

For more information: email us at caitlin.fox@ampf.com

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value
This is an informational seminar. There is no cost or obligation.
Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their subsidiaries.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224

Past events

Client Bring a friend Glass Experience

EDT

Kinship Glassworks, 23 Seemans Lane, Milford, CT 06460

PWI Wealth Partners

Ameriprise Financial Services, LLC.

Live-Interactive Glass Blowing

There is no cost or obligation

Ameriprise Financial Services, LLC, Member FINRA and SIPC

©2023 Ameriprise Financial, Inc. All Rights reserved

1,000 Places to See Before You Die

EDT

Join this event online

Patricia Schultz, Travel Writer and Best-Selling Author - Hachette Book Group

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

In this complimentary presentation, we will be spanning the globe and discussing:

· Unforgettable attractions to experience on Earth

· Bucket list destinations explored through mesmerizing photographs

· Recommendations of the world’s best places to visit – On and off the beaten path

This is an informational seminar. There is no cost or obligation.

RiverSource is an affiliate of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6157499ACMR1224

Economic & Market Outlook

EST

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, you will learn about:

· How recent events can impact your finances

· The factors that may contribute to market volatility

· Strategies to help weather market uncertainty

This is an informational seminar. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial Inc. All rights reserved. 6141613ACMR1223

Common types of fraud: How to protect yourselves and your loved ones

EST

Join this event online

Thor Nelson , Vice President, Global AML Officer - Ameriprise Financial Services, LLC

Karen Goersch, Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary session, we’ll talk about common types of fraud and

scams, and help you:

- Learn how to identify and avoid falling victim to a scan

- Understand the resources available to you as an Ameriprise client

This is an informational seminar. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal

Agency, are not deposits or obligations of, or guaranteed by any financial

institution, and involve investment risks including possible loss of principal

and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2023 Ameriprise Financial LLC. All rights reserved. 5622779ACMR0423

Understanding Medicare

EDT

Join this event online

Danielle Roberts , Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock

Karen Goersch, Financial Advisor

Ameriprise Financial Services, LLC

Duringthis complimentary session, we’ll discuss the following:

o History of Medicare

o Medicare parts and when to enroll

o Medicare costs

o Medigap

o Medicare Advantage

o Working past 65

This is an informational seminar. There is no cost or obligation.

Sponsored by John Hancock. John Hancock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2023 Ameriprise Financial LLC. All rights reserved. 5622727ACMR0423